PSA Semiconductors: Why the Semiconductor Industry is About to Get Much Bigger
Tags: Nvidia (NVDA US), ASML (ASML NA), Tokyo Electron (8035 JT), Lasertec (6920 JT), Disco (6146 JT), Advantest (6857 JT), Teradyne (TER US), Applied Materials (AMAT US), Lam Research (LRCX US), Micron (MU US), SK Hynix (000660 KS), Samsung Electronics (005930 KS), Kioxia (285A JT), SanDisk (SNDK US), Advanced Micro Devices (AMD US), Intel (INTC US), TSMC (2330 TT), Sony (6758 JT), Microsoft (MSFT US), Meta (META US), Corning (GLW US), Texas Instruments (TXN US), Shin-Etsu Chemical (4063 JT), Toyota Motor (7203 JT), Renesas (6723 JT), Tokyo Ohka Kogyo (4186 JT), Dowa Holdings (5714 JT), Hoya (7741 JT), Disco (6146 JT), Kokusai Electric (6525 JT), Tokyo Seimitsu (7729 JT), Advantest (6857 JT)This deep into a three year upswing, the strong earnings and upward revisions in the IC / SPE sector seem abnormal. However, in this report, we argue that this may now be the new normal, as the semiconductor industry not only should be much bigger but that it does indeed look set to get much bigger.
Founded in 2009, Pelham Smithers Associates (PSA) provides market intelligence on Asian technology, focusing in particular on Japan. The industries covered by our team of specialists are: consumer electronics, telecomms, pharmaceuticals, internet, electronic parts and materials, automotive technology, retail and capital goods.
PSA produces both company and sector reports. The focus of PSA’s research is to identify winners and losers as new technologies impact the top and bottom lines of corporations. Critical to our research is the clear explanation of how these new technologies work and how they impact companies and industries.
The founding partners have worked closely together for twenty years and the team has more than doubled in size since 2012.
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